Orion Portfolio Solutions
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Orion Portfolio Solutions’s Invesco Dividend Achievers ETF PFM Stock Holding History

Orion Portfolio Solutions’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-135
Closed -$4K – 2204
2019
Q4 		$4K Buy
+135
New +$4.03K ﹤0.01% 1330

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Orion Portfolio Solutions's PFM Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2020, closing a stake of 135 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in PFM in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 67 funds tracked by Wall St. Rank hold PFM as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining Invesco Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 135 Invesco Dividend Achievers ETF shares in Q1 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in Invesco Dividend Achievers ETF in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's Invesco Dividend Achievers ETF position peaked at $4K in Q4 2019.
  • 67 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.